Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Systems Software8.50%+1.08 ppTechnology Hardware, Storage & Peripherals8.56%-0.51 ppApplication Software4.22%+0.40 ppSemiconductor Materials & Equipment0.53%+0.17 ppCommunications Equipment0.98%+0.09 ppSemiconductors3.41%+0.08 ppElectronic Equipment & Instruments0.45%+0.05 ppInternet Services & Infrastructure0.14%-0.04 ppIT Consulting & Other Services1.35%+0.02 ppElectronic Manufacturing Services0.16%+0.01 ppElectronic Components0.14%+0.00 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.35%
Industry change · 12M
+0.02 pp
IT Consulting & Other Services · contribution
+0.015 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2021 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $228.6bn | 0.763% | +0.070 pp | +0.109 pp | +67.5% | Yes |
| IBM → IBM | United States | $107.2bn | 0.358% | -0.056 pp | -0.092 pp | +17.8% | No |
| Cognizant → CTSH | United States | $41.0bn | 0.137% | +0.004 pp | -0.044 pp | +10.7% | Yes |
| Gartner → IT | United States | $27.8bn | 0.093% | +0.015 pp | +0.042 pp | +176.4% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.